TFO Wealth Partners’s 1st Source SRCE Stock Holding History

TFO Wealth Partners’s Portfolio SRCE Stock Details SRCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5	Closed	-$275	–	911
2023 Q4	$275	Hold	5	–	–	﹤0.01%	540
2023 Q3	$210	Buy	+5	New	+$223	﹤0.01%	779

Other funds holding SRCE

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TFO Wealth Partners's SRCE Position: Q1 2024 in Review

TFO Wealth Partners sold out of 1st Source (SRCE) in Q1 2024, closing a stake of 5 shares — an estimated $275 sold.

TFO Wealth Partners first reported a position in SRCE in Q3 2023 and held it in 2 quarters. The position peaked at $275 in Q4 2023. 148 funds tracked by Wall St. Rank hold SRCE as of Q1 2024.

TFO Wealth Partners reported no remaining 1st Source position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 5 1st Source shares in Q1 2024, an estimated $275.
TFO Wealth Partners first reported a position in 1st Source in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's 1st Source position peaked at $275 in Q4 2023.
148 funds tracked by Wall St. Rank held 1st Source as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.